Patrick Swesey is a financial advisor with RBC Capital Markets in Edmonds, WA, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has been with RBC Capital Markets and its predecessor since 2008. Outside of his advisory role, he serves as a committee member at Marysville Foursquare Church, assisting with budgeting and cash flow management. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management strategies implemented through a combination of in-house and third-party investment managers.

Marc Dorgan is a financial advisor with Ameriprise in Mill Creek, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Dorgan serves as a varsity and travel softball coach in the local community. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach and delivers services through a centralized retirement-income consulting team.

Christopher Lee is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been affiliated with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile through a combination of in-house and third-party investment managers.

David Parker is a financial advisor at LPL Financial in Bellevue, WA, holding a Series 66 designation with 23 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Michael Chen is a financial advisor at Charles Schwab with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has held roles at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized custody and order-routing arrangements.

Jacob Aragon is a Financial Consultant at Fidelity Investments. He has held multiple roles within the company since 2020, including Financial Representative, Relationship Manager, Planning Consultant, and currently Financial Consultant. Jacob works with clients to develop financial plans and provides personalized recommendations to help them pursue their financial goals while collaborating with a team of professionals. His experience at Fidelity Investments spans several years, during which he has supported clients in various capacities, focusing on understanding their values and objectives to create thoughtful financial strategies. Jacob holds an Arkansas Insurance License. Outside of his professional career, Jacob has interests in fitness, hiking, and running.

Bryan Hendrickson is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His previous roles include operating his own firm, Bryan L. Hendrickson, Inc., and working at Waddell & Reed. He also served nearly a decade with the Everett Public Schools Foundation. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities. The firm provides a range of advisory programs and financial planning services supported by extensive research and technological resources.

Olivia Normand is a financial advisor with Morgan Stanley in Bellevue, WA. She holds a Series 66 designation and began her advisory career with Morgan Stanley in 2025. Prior to joining Morgan Stanley, she worked at Sun Oaks Tennis and Fitness Club and held various other roles including at Gonzaga University and Huntington Health. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and delivers planning services through Financial Advisors and the Estate Planning Strategies Group.

Jay Buxbaum is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Merrill, Bank of America, and Morgan Stanley Private Bank. Outside of his advisory work, he is involved with Temple De Hirsch Sinai, serving as Chair of the Investment Committee for the synagogue’s Endowment Fund and as an Advisory Board Member. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm’s financial planning process utilizes structured discovery and planning tools, providing comprehensive strategies without individual security recommendations as part of standalone plans.

Joshua Moullet is a financial advisor at OSAIC with 22 years of industry experience. He held a role at Woodbury Financial Services for 20 years before joining OSAIC in 2024. He holds Series 63 and Series 65 licenses and also offers fixed insurance products through Radicle Wealth Management. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of brokerage and advisory services supported by asset-allocation tools and multiple third-party platforms.

Sydney Sutkus is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jennifer Carrillo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase bank since 2009. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates with a non-discretionary program, combining large institutional advisory capabilities with brokerage and investment management functions.

Brent Anderson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He began his career with Fidelity in 2008, serving as an Investment Consultant and later as a Financial Consultant until his current role. Throughout his career, Brent has focused on working with clients to develop financial plans aimed at achieving success and freedom. He holds a California Insurance License, supporting his work in financial consulting. Outside of his professional responsibilities, Brent enjoys baseball, comedy, family activities, fitness, and spending time with his pets.

Jim Flinn is a financial advisor at Osaic Wealth, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and Kms Financial Services, Inc. Flinn manages a small family LLC and a trust intended to assist relatives in need. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer customized portfolio management.

Patrick Healey is a CFP® professional with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he serves as president of the Chestnut Estates HOA in Sammamish, Washington. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kerry Wate is a financial advisor at Ameriprise with 21 years of industry experience. He holds the CFA® designation along with Series 63, 65, and 66 licenses. Prior to joining Ameriprise in 2019, he worked at Bank of America and Merrill from 2013 to 2019. Outside of advising, he is involved in managing a real estate development and management business. Ameriprise offers a retirement-income planning service targeted at clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm serves a broad client base and integrates advisory, brokerage, and insurance solutions through affiliated entities.

Brigitte Lembo is a financial advisor with RBC Capital Markets holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at UBS Financial Services and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and offers access to both in-house and third-party investment managers.

Katherine Hohimer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in various roles within public school districts from 2011 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Robb Meyer is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services LLC since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Gregg Quinn is a financial advisor with Ameriprise in Sammamish, WA, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.